Nov 8, 2023
Mat talks to us about the process to move limited partners to self direct their retirement accounts.
Some topics we covered on thes show include:
Assisting clients raise capital for their own deals
Being an Attorney and a real estate investor
Raising from IRA’s
There is $30 Trillion in Retirement Accounts in the USA
Retirement Money is already set aside for investing!
TWO parts to the process
1. You must know enough to educate people about it.
2. You have to be able to execute on the strategy.
You must be able to walk your investors through the process
Mat targets Capital Raisers in his business to help them raise
People are sick of the stock market roller coaster - use that pain point!
There are 3 steps
1. Open a SDIRA
2. Move the Money
3. They Authorize the Investment
When they don’t want to move money, ask them, "What did they make in the stock market last year?"
Ask them how their 401K is doing? - Pain Point!
Ask them, "What is the total return they made?"
People are drawn to investing in RE because its more reliable than stocks
The process to move the money takes about 2 weeks
UBIT Tax - Unrelated Business Income Tax
Unrelated Debt Financed Income Tax
Ways to avoid UBIT Tax
The different vehicles that are available
Know your personality type and partner with people who can cover your weaknesses
Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r
Book a call with Ruben at calendly.com/rubengreth
If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/#
Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to The Family Office Club Advisors. https://familyoffices.com